SCHV vs IWS
Comparison between SCHWAB U.S. LARGE-CAP VALUE ETF (SCHV, ETF) and ISHARES RUSSELL MID-CAP VALUE ETF (IWS, ETF).
5-Year PerformanceSCHV has outperformed IWS, delivering a return of +10.8% compared to +8.7%
SCHV vs IWS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
SCHV
$16B
IWS
$15B
Expense Ratio
Winner
SCHV
0.04%
IWS
0.23%
Max Drawdown
Winner
SCHV
37.08%
IWS
63.92%
Sharpe Ratio
Winner
SCHV
2.05
IWS
1.61
5Y Beta
Winner
SCHV
0.70
IWS
0.82
P/E Ratio
Winner
SCHV
24.01
IWS
26.35
Forward P/E
SCHV
17.63
Winner
IWS
17.10
PEG Ratio
SCHV
0.22
IWS
N/A
5Y Dividends CAGR
SCHV
1.19%
Winner
IWS
7.60%
5Y EPS CAGR
Winner
SCHV
12.07%
IWS
11.91%
Debt to Equity
SCHV
32.31%
Winner
IWS
0.65%
P/S Ratio
SCHV
2.38
Winner
IWS
1.70
P/B Ratio
SCHV
3.55
Winner
IWS
2.83
SCHV vs IWS - Holdings Comparison
SCHV and IWS have 381 common holdings. Overlap is 26.45%
SCHV's top 25 holdings weight is 35.73%. IWS's top 25 holdings weight is 19.30%.
| Rank | SCHV | IWS |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 3.78% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.26% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.80% | WESTERN DIGITAL CORP (WDC) - 1.76% |
| #3 | JPMORGAN CHASE & CO (JPM) - 2.59% | CORNING INC (GLW) - 1.44% |
| #4 | EXXON MOBIL CORP (XOM) - 2.03% | CUMMINS INC (CMI) - 0.85% |
| #5 | JOHNSON & JOHNSON (JNJ) - 1.75% | BANK OF NEW YORK MELLON CORP (BNY) - 0.83% |
| #6 | INTEL CORP (INTC) - 1.67% | CIENA CORP (CIEN) - 0.81% |
| #7 | WALMART INC (WMT) - 1.63% | MARATHON PETROLEUM CORP (MPC) - 0.73% |
| #8 | CISCO SYSTEMS INC (CSCO) - 1.56% | VALERO ENERGY CORP (VLO) - 0.72% |
| #9 | ORACLE CORP (ORCL) - 1.37% | HEWLETT PACKARD ENTERPRISE CO (HPE) - 0.69% |
| #10 | CATERPILLAR INC (CAT) - 1.31% | COHERENT CORP (COHR) - 0.69% |
| #11 | LAM RESEARCH CORP (LRCX) - 1.29% | PHILLIPS 66 (PSX) - 0.63% |
| #12 | ABBVIE INC (ABBV) - 1.22% | LUMENTUM HOLDINGS INC (LITE) - 0.62% |
| #13 | APPLIED MATERIALS INC (AMAT) - 1.18% | DIGITAL REALTY TRUST INC (DLR) - 0.59% |
| #14 | CHEVRON CORP (CVX) - 1.13% | BAKER HUGHES CO CLASS A (BKR) - 0.59% |
| #15 | BANK OF AMERICA CORP (BAC) - 1.11% | UNITED RENTALS INC (URI) - 0.58% |
| #16 | PROCTER & GAMBLE CO (PG) - 1.06% | FORD MOTOR CO (F) - 0.58% |
| #17 | THE GOLDMAN SACHS GROUP INC (GS) - 1.02% | n/a (WBD) - 0.58% |
| #18 | THE HOME DEPOT INC (HD) - 1.00% | TERADYNE INC (TER) - 0.57% |
| #19 | COCA-COLA CO (KO) - 0.99% | KINDER MORGAN INC CLASS P (KMI) - 0.56% |
| #20 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.97% | NUCOR CORP (NUE) - 0.55% |
| #21 | MERCK & CO INC (MRK) - 0.93% | KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.55% |
| #22 | PHILIP MORRIS INTERNATIONAL INC (PM) - 0.87% | FLEX LTD (FLEX) - 0.54% |
| #23 | TEXAS INSTRUMENTS INC (TXN) - 0.86% | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.53% |
| #24 | MORGAN STANLEY (MS) - 0.82% | L3HARRIS TECHNOLOGIES INC (LHX) - 0.53% |
| #25 | QUALCOMM INC (QCOM) - 0.79% | ROSS STORES INC (ROST) - 0.52% |
| Total Holdings | 560 | 693 |
SCHV vs IWS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
SCHV
+5.03%
IWS
+3.80%
3M
SCHV
+13.02%
Winner
IWS
+13.26%
6M
Winner
SCHV
+16.75%
IWS
+15.28%
1Y
Winner
SCHV
+28.79%
IWS
+27.58%
5Y(CAGR)
Winner
SCHV
+10.79%
IWS
+8.68%
10Y(CAGR)
Winner
SCHV
+11.74%
IWS
+10.47%
Max(CAGR)
Winner
SCHV
+11.74%
IWS
+9.92%
SCHV vs IWS - Annual Returns (2001 - 2026)
Returns include dividend reinvestment.
| Year | SCHV | IWS |
|---|---|---|
| 2026 | +15.82% | +15.16% |
| 2025 | +16.38% | +11.21% |
| 2024 | +13.78% | +13.15% |
| 2023 | +9.05% | +12.89% |
| 2022 | -7.86% | -12.25% |
| 2021 | +27.33% | +30.37% |
| 2020 | +2.13% | +5.02% |
| 2019 | +25.73% | +27.04% |
| 2018 | -7.73% | -12.90% |
| 2017 | +15.74% | +12.25% |
| 2016 | +18.03% | +20.88% |
| 2015 | -1.24% | -5.09% |
| 2014 | +12.00% | +15.69% |
| 2013 | +27.74% | +30.20% |
| 2012 | +13.58% | +17.01% |
| 2011 | +2.37% | -2.83% |
| 2010 | +13.12% | +22.53% |
| 2009 | -0.36% | +30.81% |
| 2008 | N/A | -37.02% |
| 2007 | N/A | -1.77% |
| 2006 | N/A | +18.55% |
| 2005 | N/A | +14.38% |
| 2004 | N/A | +23.59% |
| 2003 | N/A | +34.22% |
| 2002 | N/A | -10.03% |
| 2001 | N/A | +2.75% |
SCHV vs IWS Drawdown Comparison
The maximum drawdown for SCHV was -37.08%, occurring on Mar 23, 2020. Recovery took 223 trading sessions.
The maximum drawdown for IWS was -62.39%, occurring on Mar 9, 2009. Recovery took 1327 trading sessions.
| Rank | SCHV | IWS |
|---|---|---|
| #1 | -37.08% Jan 17, 2020 - Dec 4, 2020 | -62.39% Jun 4, 2007 - Sep 6, 2012 |
| #2 | -19.77% Jan 4, 2022 - Jan 29, 2024 | -43.83% Feb 20, 2020 - Nov 24, 2020 |
| #3 | -18.42% Apr 29, 2011 - Feb 16, 2012 | -30.36% Apr 10, 2002 - Sep 2, 2003 |
| #4 | -17.71% Sep 21, 2018 - Apr 16, 2019 | -21.22% Jan 4, 2022 - Feb 29, 2024 |
| #5 | -15.26% Nov 29, 2024 - Jun 30, 2025 | -20.75% Sep 21, 2018 - Jul 5, 2019 |
| #6 | -14.49% Apr 23, 2010 - Nov 4, 2010 | -20.57% Nov 25, 2024 - Aug 22, 2025 |
| #7 | -13.00% May 21, 2015 - Apr 13, 2016 | -19.03% Mar 20, 2015 - Jun 7, 2016 |
| #8 | -10.60% Jan 26, 2018 - Sep 20, 2018 | -17.20% Aug 3, 2001 - Jan 4, 2002 |
| #9 | -9.13% Apr 2, 2012 - Aug 6, 2012 | -9.60% Jan 26, 2018 - Aug 29, 2018 |
| #10 | -7.62% Jan 19, 2010 - Mar 11, 2010 | -8.91% Mar 5, 2004 - Sep 7, 2004 |
| #11 | -7.34% Sep 19, 2014 - Nov 5, 2014 | -8.62% Sep 5, 2014 - Nov 10, 2014 |
| #12 | -7.16% Oct 18, 2012 - Jan 2, 2013 | -7.80% May 10, 2006 - Sep 26, 2006 |
| #13 | -6.83% Feb 26, 2026 - Apr 23, 2026 | -7.54% Mar 2, 2026 - Apr 16, 2026 |
| #14 | -6.58% Apr 30, 2019 - Jun 20, 2019 | -7.25% Mar 7, 2005 - Jun 13, 2005 |
| #15 | -6.54% Jul 26, 2019 - Sep 12, 2019 | -7.19% May 20, 2013 - Jul 12, 2013 |
Correlation
Correlation between SCHV and IWS is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.
1.00
-101
Dividend Comparison (2001 - 2026)
SCHV vs IWS dividend yield comparison.
| Year | SCHV | IWS |
|---|---|---|
| 2026 | 0.41% | 0.28% |
| 2025 | 2.02% | 1.53% |
| 2024 | 2.25% | 1.50% |
| 2023 | 2.42% | 1.76% |
| 2022 | 2.37% | 1.93% |
| 2021 | 1.93% | 1.39% |
| 2020 | 3.03% | 1.87% |
| 2019 | 3.02% | 1.97% |
| 2018 | 3.05% | 2.53% |
| 2017 | 2.37% | 1.96% |
| 2016 | 2.65% | 2.10% |
| 2015 | 2.69% | 2.14% |
| 2014 | 2.38% | 1.84% |
| 2013 | 2.18% | 1.71% |
| 2012 | 2.92% | 2.09% |
| 2011 | 2.61% | 2.12% |
| 2010 | 2.30% | 1.95% |
| 2009 | 0.16% | 2.09% |
| 2008 | 0.00% | 3.09% |
| 2007 | 0.00% | 2.29% |
| 2006 | 0.00% | 1.83% |
| 2005 | 0.00% | 1.95% |
| 2004 | 0.00% | 1.54% |
| 2003 | 0.00% | 1.70% |
| 2002 | 0.00% | 1.91% |
| 2001 | 0.00% | 0.86% |
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